GRP
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Global Retirement Partners’s Vanguard Dividend Appreciation ETF VIG Stock Holding History

Global Retirement Partners’s Portfolio VIG Stock Details VIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$16.4M Buy
+69,130
New +$15.9M 0.25% 81
2025
Q4 		$15.4M Buy
69,878
+453
+0.7% +$99K 0.27% 68
2025
Q3 		$15M Buy
69,425
+2,817
+4% +$592K 0.34% 60
2025
Q2 		$13.6M Buy
+66,608
New +$12.9M 0.34% 61
2024
Q4 		$12.5M Buy
63,856
+3,630
+6% +$725K 0.36% 58
2024
Q3 		$11.9M Buy
60,226
+241
+0.4% +$45.9K 0.36% 58
2024
Q2 		$11M Buy
59,985
+687
+1% +$124K 0.34% 59
2024
Q1 		$10.8M Buy
59,298
+3,483
+6% +$612K 0.4% 49
2023
Q4 		$9.48M Buy
55,815
+22,310
+67% +$3.59M 0.4% 48
2023
Q3 		$5.16M Buy
33,505
+381
+1% +$61.8K 0.26% 82
2023
Q2 		$5.38M Buy
33,124
+3,701
+13% +$580K 0.26% 86
2023
Q1 		$4.56M Buy
29,423
+5,517
+23% +$845K 0.24% 87
2022
Q4 		$3.63M Sell
23,906
-5,349
-18% -$797K 0.25% 88
2022
Q3 		$4.35M Sell
29,255
-8,052
-22% -$1.2M 0.33% 62
2022
Q2 		$5.35M Sell
37,307
-1,247
-3% -$190K 0.43% 42
2022
Q1 		$5.73M Buy
+38,554
New +$6.22M 0.45% 43
2021
Q4 		– Sell
-32,948
Closed -$5.06M – 1746
2021
Q3 		$5.06M Sell
32,948
-1,783
-5% -$284K 0.5% 39
2021
Q2 		$5.38M Buy
34,731
+1,493
+4% +$229K 0.55% 35
2021
Q1 		$4.89M Buy
33,238
+585
+2% +$83.2K 0.57% 36
2020
Q4 		$4.61M Buy
32,653
+1,225
+4% +$166K 0.58% 42
2020
Q3 		$4.04M Buy
31,428
+807
+3% +$102K 0.59% 36
2020
Q2 		$3.59M Buy
30,621
+803
+3% +$91.4K 0.57% 36
2020
Q1 		$3.08M Buy
29,818
+1,277
+4% +$152K 0.58% 34
2019
Q4 		$3.56M Buy
28,541
+1,112
+4% +$135K 0.55% 35
2019
Q3 		$3.28M Buy
27,429
+1,070
+4% +$126K 0.54% 37
2019
Q2 		$3.04M Buy
26,359
+3,156
+14% +$354K 0.58% 32
2019
Q1 		$2.54M Buy
23,203
+1,966
+9% +$207K 0.62% 34
2018
Q4 		$2.08M Buy
21,237
+1,607
+8% +$168K 0.53% 43
2018
Q3 		$2.17M Buy
19,630
+50
+0.3% +$5.38K 0.49% 42
2018
Q2 		$1.99M Buy
19,580
+11,857
+154% +$1.21M 0.5% 39
2018
Q1 		$780K Buy
7,723
+508
+7% +$52.7K 0.22% 97
2017
Q4 		$736K Buy
7,215
+4,079
+130% +$402K 0.2% 99
2017
Q3 		$297K Buy
3,136
+234
+8% +$21.8K 0.12% 168
2017
Q2 		$269K Buy
2,902
+898
+45% +$82.4K 0.13% 159
2017
Q1 		$180K Buy
2,004
+192
+11% +$17K 0.1% 195
2016
Q4 		$154K Buy
+1,812
New +$152K 0.1% 185

Other funds holding VIG

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Global Advisers
Vanguard Global Advisers Malvern, Pennsylvania $215B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealthfront Advisers
Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HWM
HB Wealth Management Atlanta, Georgia $17.8B AUM 24.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Global Retirement Partners's VIG Position: Q2 2026 in Review

Global Retirement Partners opened a new position in Vanguard Dividend Appreciation ETF (VIG) in Q2 2026: 69,130 shares worth $16.4M. The stake represents 0.25% of the portfolio and ranks #81 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in VIG as recently as Q4 2025.

Global Retirement Partners first reported a position in VIG in Q4 2016 and has held it in 36 quarters since. 2,584 funds tracked by Wall St. Rank hold VIG as of Q2 2026.

  • Global Retirement Partners held 69,130 shares of Vanguard Dividend Appreciation ETF worth $16.4M as of Q2 2026.
  • Vanguard Dividend Appreciation ETF was a new Global Retirement Partners position in Q2 2026.
  • Vanguard Dividend Appreciation ETF made up 0.25% of Global Retirement Partners's portfolio in Q2 2026, its #81 holding.
  • Global Retirement Partners first reported a position in Vanguard Dividend Appreciation ETF in Q4 2016 and has held it in 36 quarters since.
  • 2,584 funds tracked by Wall St. Rank held Vanguard Dividend Appreciation ETF as of Q2 2026.

Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.